If the investing school of "Ackman-Tilson" is correct, in which nobody actually cares about the content, just the number of pages in a given "investing presentation" slideshow, then recently troubled Chinese mobile internet provider NQ just got the upper hand over Muddy Waters. Recall that on Thursday, with a "Strong Sell" report bashing NQ alleging the company is a fraud, Muddy Waters managed to cut the price of the company in question by over 50%. The size of that presentation: 81 pages. Moments ago NQ came out with its point by point rebuttal to Muddy Waters. The size of NQ's presentation: a whopping 97 pages. Game, set, match to NQ, duh.

P.S. For those confused, the above statement is sarcasm, wrapped in a farce, inside an absurdity. Just like this here "Bernanke market."

..but continually managed and executed in yoctoseconds by an algorithm that is recursive and manifested above a line on top of a zero in a co-located in an instance of Planck Time that exists before the exchange is implemented.

LOL! Part of their "presentations" is pictures of the interior of their offices but I see no people. ***king Chinese ghost offices.

Is this the Boiler Room (movie) defense when whiny Seth Davis (Giovanni Ribisi) goes to some medical company (IPO) and it is a dumpy office with a paper sign on some shitty street in Yonkers or some NYC exterior shithole area? The Chinese show some tacky office to prove it is not a nail salon.

The one person sitting at a computer looks asleep... the receptionist looks to be hiding from the camera.

Those retail stores are very suspect - they claim 5,000 but the pictures show various mom/pop kiosk-style shops you find in those big giant malls in Beijing - those things turn over on a dime.. and unsold inventory is probably returned for a credit. It's the same distribution model that magazine publishers do with convenience stores which is why you see a lot of cheapo rags everywhere.

Released on the 28th to increase the latest sabre-rattling spar with Japan ... with a nuclear threat thrown in. Saw a japanese govt guy interviewed on ABC TV tonight saying the Japs were ready to start shooting down Chinese aircraft, due to ~300 airspace intrusions in recent months. He more or less said this was a normal practice to reply to such things.